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December 14, 2023
Global Assets Advisory LLC reduced its position in shares of First Trust NASDAQ Rising Dividend Achievers (NASDAQ:RDVY – Free Report) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 80,137 shares of the company’s stock after selling 2,290 […]
December 13, 2023
Bokf Na reduced its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 10.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 95,247 shares of the company’s stock after selling 10,652 shares during the quarter. […]
December 9, 2023
Gallagher Fiduciary Advisors LLC trimmed its stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 28.3% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 40,793 shares of the company’s stock after selling 16,095 shares during the […]
December 5, 2023
Mendel Money Management increased its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 9.7% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 4,544 shares of the company’s stock after purchasing an additional 401 shares during the period. Mendel Money Management’s holdings in iShares MSCI […]
November 27, 2023
Acropolis Investment Management LLC raised its position in iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM – Free Report) by 3.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 510,885 shares of the company’s stock after acquiring an additional 15,689 shares during […]
November 18, 2023
Personal CFO Solutions LLC raised its stake in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 3.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 76,173 shares of the company’s stock after purchasing an additional 2,553 […]
November 13, 2023
Spire Wealth Management grew its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 13.9% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 211,923 shares of the company’s stock after buying an additional 25,875 shares during the period. […]
November 11, 2023
Claro Advisors LLC decreased its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 36.4% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,353 shares of the company’s stock after selling 1,346 shares during the period. Claro Advisors […]
November 8, 2023
GSB Wealth Management LLC cut its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 5.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,343 shares of the company’s stock after selling 195 shares […]
November 7, 2023
UNIVEST FINANCIAL Corp trimmed its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 35.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,678 shares of the company’s stock after selling 2,585 shares during the quarter. UNIVEST FINANCIAL Corp’s holdings […]